• Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS

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    Charitable Gift Annuity rates have increased for the second time in the last year. Call the Office of Gift Planning or click here to learn more.

Sunday February 16, 2025

News

Thank you for your interest in UNC Charlotte. Our hope is to serve you and your family with helpful information. Learn More

Trusts for Surviving Spouse
Personal Planner

There are three different basic types of trusts for a surviving spouse: a qualified terminable interest...


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Avoiding Scammers Who Claim They Are IRS Agents
Washington News

During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue...


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Home Blood Pressure Monitoring Tips
Savvy Living

Can you provide any tips on choosing and using a home blood pressure monitor? It is recommended that all...


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